Samarjit Shankar
Samarjit Shankar
basis cycle dollar fed impact minutes release weekly
The Fed is nearing the end of its tightening cycle and on a weekly basis the release of the minutes may impact the dollar negatively.
continue dollar growth interest rate supported
The dollar will continue to be supported by growth and interest rate differentials.
bears data dollar scratch surface tried
The dollar bears have tried to get a foothold but they have not been successful. You scratch the surface of the data and you say, it's not all that bad.
effects energy fed higher maintain raising secondary soon view
It's too soon to write off the secondary effects of higher energy costs. We maintain the view that the Fed is going to keep raising rates.
form political situation weigh
This is going to weigh on the euro. The political situation is now up in the air, and there's going to be a lot of jockeying to form a coalition.
argument continue cyclical factors rate support
For now, the rate support argument and cyclical factors will continue to support the dollar.
continue euro expect fed growth likely raise rates terms twice zone
You should expect the downtrend in euro to resume. The Fed will still raise rates at least twice more, and the U.S. is likely to continue to outpace the euro zone in terms of growth momentum.
chance dollar expect few job market next remain strong supported surprise upside weeks
We expect the dollar to remain supported for the next few weeks - there's more of a chance for an upside surprise to payrolls tomorrow, as the job market has been very strong recently.
close dollar fed looking period
We are looking for a period of disappointment for the dollar on the realization that the Fed is close to pausing.